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Merchants and Farmers Bank provides a number of specialized
financial services through its Trust Department.
Investment Services
Trusteeships
Estate Administration
Investment Services
• Investment Management is provided
for those customers who want full-time portfolio direction. After
in-depth discussion of objectives and development of an agreed
upon strategy, Merchants and Farmers Trust Department buys, holds
and sells securities, keeps complete records and provides periodic
account and tax records.
• Investment Agency Accounts are appropriate
for customers who want the same services as in Investment Management
but wish to personally approve each buy and sell transaction.
For both types of accounts, Merchants and Farmers provide protective
custody of portfolio details, saving time and worry.
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Trusteeships
Trusts are effective tools for solving
many financial planning problems:
• Financing a child’s education
• Supporting an elderly relative
• Making charitable bequests
• Saving on estate taxes
• Managing your assets if you are disabled
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Merchants and Farmers
Trust Department can provide advice and assistance on the
various types of trusts and their uses and can act as trustee
to manage and disburse the assets.
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Estate Administration
Handling an estate efficiently – and within
legal requirements- can be complex. Merchants and Farmers Trust
Department’s experience with:
• Probate procedures
• Federal and State tax laws
• Accounting principles
• Investment management
...has equipped us to handle these matters. We can
serve either as executor or as agent for the executor of family
member’s estate.
For information about these
or other services contact
Trust Officer, Glenda Owen by
email or at 870-382-6074.
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NOTE: Non-deposit investment products are
not FDIC-insured, are not guaranteed by the bank and may go down
in value.
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